Purpose Unlimited Inc
DEM icon

Purpose Unlimited Inc’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Purpose Unlimited Inc’s Portfolio DEM Stock Details DEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$132K Sell
2,449
-426
-15% -$23.4K ﹤0.01% 267
2026
Q2 		$157K Sell
2,875
-85
-3% -$4.54K 0.01% 264
2026
Q1 		$145K Sell
2,960
-1,438
-33% -$71.3K 0.01% 267
2025
Q4 		$204K Buy
+4,398
New +$204K 0.01% 185

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Purpose Unlimited Inc's DEM Position: Q3 2026 in Review

Purpose Unlimited Inc reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 15% in Q3 2026, selling an estimated $23.4K and leaving 2,449 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Purpose Unlimited Inc first reported a position in DEM in Q4 2025 and has held it in 4 quarters since. The position peaked at $204K in Q4 2025. 333 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

  • Purpose Unlimited Inc held 2,449 shares of WisdomTree Emerging Markets High Dividend Fund worth $132K as of Q3 2026.
  • Purpose Unlimited Inc sold 426 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $23.4K.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q3 2026, its #267 holding.
  • Purpose Unlimited Inc first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 4 quarters since.
  • Purpose Unlimited Inc's WisdomTree Emerging Markets High Dividend Fund position peaked at $204K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Purpose Unlimited Inc's 13F filing for Q3 2026, filed 12 Nov 2026.